Agents help Document Controllers keep project files current and easy to find.
Put checked PDF links beside their source files in the request sheet.
Your team gets checked PDF links in the spreadsheet, with clear issues on rows that need a fix.
Assemble project PDFs in the page order listed on each request.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
Save ordered screenshot text in the shared review folder.
Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.
Flag exact copies in project folders before document handoffs.
You can review marked extra copies and their locations before handing a shared folder to another team.
Store the original email beside each named attachment.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Send project reviewers the name and link of each new document.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Mark extra project documents and email each matching group.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
Save ordered project report pages as one PDF in the shared folder.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Flag or trash identical project files and email which copy stays.
Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.
Keep emailed project documents in the archive under their original filenames.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Report duplicate project file decisions and highlight uncertain records.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
Distribute approved handoff files and log each recipient's send result.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.